New Financial Management Firm Celebrates Grand Opening
From left to right: Shoreline Financial Partners client service coordinator Mia Biles, Manatee Chamber of Commerce president Bob Bartz, Shoreline partners Danny Wood and Gardner Sherrill, Manatee Chamber vice president Kim Dalglish and Shoreline client service coordinator Brenda Mains
Image: Courtesy Sharon Kunkel
The new financial management firm Shoreline Financial Partners celebrated its official grand opening on Jan. 25 with a ribbon cutting conducted by the Manatee Chamber of Commerce and an open house for its clients held at its office, 2520 Manatee Ave. W., Suite 200, Bradenton. Shoreline was created with the merger of Sherrill Wealth Management, led by Gardner Sherrill, and Wood Investment Management, led by Danny Wood. Primary services include financial planning and retirement strategies, estate conservation, investment management, 401(k)s, IRAs, insurance and annuity products and tax and risk management.
